We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

215 hedge funds and large institutions have $1.73B invested in First Trust Technology AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 107 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 72.15%70.88% (-1.3%)

4% less funds holding

Funds holding: 225215 (-10)

8% less capital invested

Capital invested by funds: $1.88B → $1.73B (-$154M)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

57% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 107

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
21
Increased
46
Reduced
107
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
226
Marks Wealth
Maryland
-$282K -2,526 Closed
FFN
227
Focus Financial Network
Minnesota
-$274K -2,450 Closed
GCP
228
GSA Capital Partners
United Kingdom
-$218K -1,953 Closed
NFG
229
Nations Financial Group
Iowa
-$212K -1,896 Closed
M&T Bank
230
M&T Bank
New York
-$211K -1,888 Closed
EH
231
Equitable Holdings
New York
-$209K -1,873 Closed
ECA
232
Elevated Capital Advisors
Utah
-$202K -1,803 Closed
SC
233
Scotia Capital
Ontario, Canada
-$201K -1,798 Closed
LGA
234
Lebenthal Global Advisors
New York
-$92K -825 Closed
PGAM
235
Princeton Global Asset Management
New Jersey
-$34K -300 Closed
RPWA
236
Regent Peak Wealth Advisors
Georgia
-$24K -217 Closed
GWMIA
237
Global Wealth Management Investment Advisory
Florida
-$23K -205 Closed
WWMSC
238
Wagner Wealth Management (South Carolina)
South Carolina
-$22K -194 Closed
TAM
239
Tucker Asset Management
Colorado
-$13.6K -122 Closed
HGWM
240
Harvest Group Wealth Management
Massachusetts
-$5K -47 Closed
CFA
241
Carroll Financial Associates
North Carolina
-$4K -40 Closed
BHWM
242
Bay Harbor Wealth Management
Maryland
-$3K -30 Closed
AA
243
Ancora Advisors
Ohio
+$231 +2 New